Thank you so much, I will pass them along to our Risk Department along with your contact information. I appreciate the information.
Thank you,
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Stephanie Pompeo
Vice President of Finance
Wharton Smith Inc.
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Original Message:
Sent: 06-10-2021 06:39
From: Jerry Whitaker
Subject: Risk Review of Contracts
I have attached some resources for the insurance/risk management side for your reference.
Hope these are helpful.
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Jerry Whitaker BA Marketing
Senior Partner
Acrisure / Whitaker LaChance
Portage MI
(269) 585-7098
Original Message:
Sent: 06-08-2021 12:40
From: Stephanie Pompeo
Subject: Risk Review of Contracts
What is your company's review process for Owner agreements such as Design Build and CMAR at bid and upon award? Do you use outside legal counsel or internal Risk Team to review all types of Owner agreements or is there a threshold to determine when Legal or Risk has to review? Do Preconstruction or Pursuit teams aide with reviews or evaluate terms through a Risk matrix? What involvement do project teams (Project Manager or higher level) have in reviewing Owner contracts? What involvement do project teams (Project Manager or higher level) have in reviewing vendor exceptions? Do you have a Risk Matrix to help project teams review terms with Risk/Legal? What size revenue and how many employees do you have? Thank you for your time.
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Stephanie Pompeo
Vice President of Finance
Wharton Smith Inc.
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